See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,389 | $148,534+2.6% | $135,903+12.1% | $139,434+9.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.80% | 79.19%-59.4pp | 68.23%-48.4pp | 372.94%-353.1pp |
| Employer contribution / active EE | $17,745 | $5,243+238.5% | $4,856+265.4% | $4,751+273.5% |
| Participant deferral / active EE | $12,261 | $8,100+51.4% | $7,758+58.0% | $6,710+82.7% |
| Admin fee / account holder | $820 | $12,400-93.4% | $10,762-92.4% | $11,403-92.8% |